ENV Stock - Envestnet Inc.

ENV Stock Chart

ENV Profile

Envestnet, Inc., along with its subsidiaries, delivers comprehensive wealth management software and services across the United States and internationally. The company operates through two primary segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment includes Envestnet | Enterprise, an end-to-end open architecture wealth management platform, offering data aggregation, reporting, data analytics, and digital advice capabilities. This segment also features Envestnet | Tamarac, which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software, as well as Envestnet | MoneyGuide, offering goals-based financial planning solutions to the financial services industry.

The Envestnet Wealth Solutions segment further includes Envestnet | Retirement Solutions, providing a suite of services tailored for advisor-sold retirement plans, and Envestnet | Portfolio Management Consultants, which offers research and consulting services to help advisors create tailored investment solutions for their clients, including portfolio overlay and tax optimization services. This comprehensive suite of solutions enables financial advisors to enhance their service offerings and improve client outcomes through integrated technology and strategic support.

The Envestnet Data & Analytics segment features the Envestnet Data & Analytics platform, a robust data aggregation, data intelligence, and experiences platform. This platform allows consumers to aggregate financial accounts within client applications and provides clients with the tools to gather, refine, and consolidate various sets of consumer-permissioned data. These capabilities support financial applications, detailed market research analysis, and application programming interfaces, thereby enhancing the overall user experience and enabling data-driven decision-making.

Founded in 1999 and headquartered in Berwyn, Pennsylvania, Envestnet, Inc. has established itself as a leader in the wealth management technology sector. By continuously innovating and expanding its platform, Envestnet supports financial institutions and advisors in delivering superior financial advice and services, driving growth and efficiency in the rapidly evolving financial landscape.

ENV Revenue Chart

ENV Earnings

Analyst Ratings